Financial Services PA | Client Ops & Salesforce Pro

St. James’s Place Wealth Management, Sevenoaks-based Partner Practice, is seeking a professional Personal Assistant to support the Practice Principle and the Financial Planners in all client and business operations. The role offers office-based, full-time hours and a competitive salary with benefits.

You will manage end-to-end processes, maintain accurate systems (including Salesforce), and provide a high level of service while collaborating with the Practice Manager and fellow PAs.

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